Riley Lewis is a financial advisor with Rehmann Wealth in Lansing, MI, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Rehmann Financial Network in 2025, he worked at MWA Financial Services Inc and Modern Woodmen of America from 2021 to 2025, and at Equitable Advisors, LLC from 2020 to 2021. He also spent four years at Hope College from 2016 to 2020. Rehmann Wealth provides comprehensive wealth management, financial planning, and business succession services to a diverse client base including individuals, families, trusts, charitable organizations, and institutional sponsors. The firm utilizes a combination of advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers fiduciary services and private investment opportunities.

Jalen Garrett is a CFP® with five years of industry experience, currently advising at Rehmann Wealth since 2023. His prior roles include positions at SGH Wealth Management, CIG Capital Advisors, Lumin Financial, Mercer Global Advisors, and GreenPath Financial Wellness. Garrett serves as a board trustee for Mountaintop International Word Ministry, assisting with the nonprofit’s financial decision-making. Rehmann Wealth provides comprehensive wealth management and financial planning services to individuals, families, trusts, and institutional clients. The firm employs a combination of advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers fiduciary services for retirement plans alongside access to private investment opportunities.

Kristopher Burak is a financial advisor at Rehmann Wealth with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Rehmann Financial Network, LLC since 2017, following prior experience at Royal Alliance Associates. Burak serves on the boards of the Sparrow Hospital Foundation and The Army of Survivors, contributing to fundraising and governance efforts. Rehmann Wealth serves a diverse client base, including individuals, families, trusts, charitable organizations, and institutional clients, providing investment management, financial planning, and retirement-plan advisory services. The firm employs an in-house investment team and utilizes a broad range of investment vehicles, maintaining integrated operational relationships through its affiliation with an accounting firm and broker-dealer.

James Russell is a CFP® credentialed financial advisor with Rehmann Wealth in Lansing, MI, bringing 23 years of industry experience. He has worked with Rehmann Financial Network, Rehmann Capital Advisory Group, Royal Alliance, LPL Financial, and Chase Investment Services Corp. Additionally, he is involved in the sales of fixed insurance products through Rehmann Insurance Group. Rehmann Wealth provides comprehensive wealth management services to individuals, families, trusts, and institutional clients, combining advisor-specific portfolios with in-house and third-party asset allocation models. The firm offers fiduciary services for retirement plans, access to private investment opportunities, and operates within a broader professional services group including accounting, trust, broker-dealer, and insurance affiliates.

Scott Wesley is a financial advisor at Rehmann Wealth in Lansing, MI, with six years of industry experience. He holds the CFP®, PFS™, and Series 66 credentials. Prior to joining Rehmann Wealth, he worked at Cetera Financial Specialists LLC and Stephenson & Company, PC. Outside of his advisory role, he is involved with Gracik & Gracik P.C., a CPA firm specializing in income tax preparation for individuals and small businesses. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, small businesses, and institutional clients. The firm offers investment management, financial and estate planning, business succession planning, and retirement-plan advisory services, utilizing an in-house investment team alongside third-party managers to construct diversified portfolios.

Lisa Lamb is a financial advisor at Rehmann Wealth with 27 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms, including Mutual of America Securities LLC and Nationwide Investment Services Corp. Rehmann Wealth offers comprehensive wealth management, financial planning, and business succession services to individuals, families, trusts, non-profits, small businesses, and institutional sponsors. The firm uses a combination of advisor-specific portfolios, in-house managed asset allocation models, and third-party managers, and provides fiduciary services for employer-sponsored retirement plans.

Aaron Mix is a financial advisor with Gradient Securities, LLC, holding a Series 65 credential and beginning his advisory career in 2024. His professional background includes roles at Looking Glass Financial Services, Centene Corporation, Robert Half, and Michigan State University. He is also licensed as an insurance agent, selling life and fixed insurance products through Looking Glass Insurance Solutions. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, and non-discretionary asset management to a range of clients including individuals, pension plans, trusts, and corporations. The firm combines SEC-registered advisory services with broker-dealer activities and routinely uses third-party managers in its investment approach.

Daniel Malcolm is a financial advisor at Sequent Planning, LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at First National Bank of America and Edward Jones. He also works as a licensed insurance agent, offering insurance products to clients. Sequent Planning, doing business as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, third-party model access, and a range of retirement-plan services through a network of independent advisers using a structured risk framework and diversified manager exposures.

Eric Brogan is a financial advisor with ON Investment Management Company, holding a Series 63 designation and 33 years of industry experience. He has worked with The O.N. Equity Sales Company since 1993 and Ohio National Life since 1992. Brogan serves on the board of The Dart Bank, a community bank in Michigan. ON Investment Management Company is a registered investment adviser providing financial planning, portfolio management, and retirement-plan advisory services to a range of clients including individuals, families, trusts, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary account management and utilizes a dual-registration model involving broker-dealer activities and third-party investment programs.

Myles Wiley is a CFP® and holds a Series 65 license, serving as a financial advisor with Plante Moran Financial Advisors in East Lansing, MI. He has four years of industry experience, including roles outside the financial sector at FedEx and United Parcel Service. Prior to his current position, his work history also includes time at Michigan State University and Adrian College. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including high-net-worth individuals, institutional clients, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and often uses third-party managers and alternative investments in its approach.

David Cook is a financial advisor at Rehmann Wealth with five years of industry experience. He holds the Series 66 designation and has worked at Rehmann Financial Network, LLC since 2020 and previously at Rehmann Robson, LLC from 2015 to 2020. Rehmann Wealth serves a diverse range of clients including individuals, families, trusts, charitable organizations, small businesses, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services, utilizing an in-house investment team alongside third-party managers to construct diversified portfolios.

Steven Gibson is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Rehmann Wealth in Lansing, MI. He previously worked for Plante Moran Financial Advisors, LLC for 12 years before joining Rehmann Capital Advisory Group in 2020. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, small businesses, and institutional clients. The firm offers comprehensive financial planning and investment management services, utilizing both an in-house investment team and third-party managers to construct diversified portfolios with ongoing supervision and disciplined rebalancing.

Marla Masters is a financial advisor with Rehmann Wealth in Grand Rapids, MI, holding a Series 66 designation and 15 years of industry experience. She has worked at Rehmann Financial Network, LLC since 2018 and previously spent seven years with Royal Alliance Associates. Masters serves on the Board of Directors for the Michigan Jaycees Foundation, a nonprofit organization. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services, utilizing both discretionary and non-discretionary strategies with an in-house investment team and external managers.

Gerald Wernette is a financial advisor at Rehmann Wealth with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has been with The Rehmann Group since 1984. Wernette serves as a board member and treasurer for the Detroit chapter of the International Society of Certified Employee Benefit Specialists. Rehmann Wealth offers comprehensive wealth management, financial planning, and investment services to individuals, families, trusts, charitable organizations, and institutional sponsors. The firm utilizes a mix of advisor-specific portfolios, in-house asset allocation models, and third-party managers, while also providing fiduciary services for employer-sponsored retirement plans.

Adam Garvey is a financial advisor with Rehmann Wealth in Grand Rapids, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Rehmann Financial Network, LLC since 2017 and Rehmann Financial Group since 2013, and previously worked at Royal Alliance from 2013 to 2017. Garvey serves as a board member and programming committee member of the Grand Traverse Area Estate Planning Council. Rehmann Wealth provides investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, businesses, and institutional clients. The firm employs an in-house investment team and allocates to third-party managers, offering portfolios with a range of asset types and ongoing supervision.

Travis Terhaar is a financial advisor at Rehmann Wealth in Lansing, MI, holding a Series 65 designation with nine years of experience at Rehmann and one year at KDP Retirement Plan Services, Inc. Rehmann Wealth provides comprehensive wealth management, financial planning, and business succession services to individuals, high-net-worth families, trusts, estates, charitable organizations, non-profits, small businesses, and institutional sponsors. The firm employs a combination of advisor-specific portfolios, in-house asset allocation models, and third-party managers, while also offering ERISA fiduciary services and access to private investment opportunities.

Douglas Barber is a CFP® professional with 33 years of experience in financial advising. He has worked with Rehmann Financial since 2001 and has been with Rehmann Financial Network, LLC since 2017, following seven years at Royal Alliance Associates. Barber serves as an at-large board member of Disability Connections, a nonprofit organization. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, small businesses, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, and retirement-plan advisory services, utilizing both discretionary and non-discretionary management supported by an in-house investment team and third-party managers.

Ryan Hammis is a financial advisor at Rehmann Wealth with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James and Newtech Automotive Services. Hammis serves on the boards of the non-profits SVRC Industries and Junior Achievement of North Central Michigan. Rehmann Wealth provides comprehensive wealth management, investment management, financial planning, estate and wealth transfer, and business succession services to individuals, families, trusts, charitable organizations, small businesses, and institutional sponsors. The firm employs a multi-strategy investment approach, combining advisor-specific portfolios, in-house asset allocation models, and third-party managers, and offers specialized services including ERISA fiduciary oversight and private investment opportunities.

Ryan Sullivan is a CFP® with 23 years of experience in the financial services industry. He has worked at Rehmann Financial Network, LLC since 2017 and previously spent seven years at Royal Alliance Associates. Sullivan serves as a board member of the National Writers Series, a nonprofit organization focused on the arts. Rehmann Wealth serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, retirement plans, and institutional clients. The firm offers investment management, financial planning, estate and wealth-transfer planning, business succession planning, and retirement-plan advisory services, utilizing an in-house investment team alongside third-party managers to construct diversified portfolios.

Kevin Imhoff is an investment advisory representative at HBW Advisory Services LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various financial roles since 2008, including ownership of Blue Diamond Enterprises, LLC and serving as an investment advisory representative for Blue Diamond Financial Coaching, LLC. Imhoff also engages in insurance sales and estate planning referrals through HBW Insurance & Financial Services. HBW Advisory Services manages approximately $1.75 billion in assets, providing financial planning, asset management, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach that emphasizes risk tolerance and multi-manager diversification, with a client servicing model notable for its mix of retail, institutional, and intermediary relationships.